I can add a custom menu item to the Write menu bar in 2010, but it would be good to add an email template.
Nice to send a quick thank you after an order or have set info templates to answer common question.Even better if the menu could include an attachment and set a default subject... better yet if the subject could include merged data from a field.
We actually did all this with MergeMaster! for ACT! 5/6 via a Profiles section.
We do that now by using Write templates to a document, and the printing to PDF.
This idea would be a great improvement!
This feature was BUILT IN to Goldmine for 2006....a version over 6 years old. I can not believe there is no EASY access to email templates when that is the #1 method of communication now.
There should be a pop down menu that can be added to one of the bars that gives you access to the Email Templates you use most often.
Very poor product design to not have this 6 yrs after competitors had it.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.